Advertisement
Skip to Content

Invesco Income Investor AGIVX

Quantitative rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 7.07  /  0.55 %
  • Total Assets 391.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 3.56%
  • Effective Duration 4.35 years

Morningstar’s Analysis AGIVX

Will AGIVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Weakness in Invesco Income Investor's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor